What kind of template can I use for tracking new hires as they learn different jobs?

Siler

I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in phases. “John Smith will begin training in job 1, then move onto job 2, then...” 

 

We have 16 jobs on site that could be categorized into 5 major positions, so I believe it would

be fit for there to be multiple forms and sheets to track the information. 

 

I am unfamiliar with setting up reports and dashboards, and I am a still a beginner when it comes to automation and forms. I would definitely appreciate advice on first steps for setting up this information.

Andrée Starå

Hi @Siler

I hope you're well and safe!

This one might be an excellent start.

https://www.smartsheet.com/marketplace/us/template-sets/return-workplace-training

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Siler

I just got back from another comment section and it looks like you've been hard at work on this, nice job!

I'm having a bit of difficulty adapting this template for me, mostly troubles visualization. Is there a way for me to get guidance on setting it up?

Thanks!